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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,493 | $73,787+118.9% | $98,716+63.6% | $82,448+95.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 21.16% | 18.57%+2.6pp | 31.81%-10.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,734 | $1,511+80.9% | $2,279+20.0% | $2,551+7.2% |
| Participant deferral / active EE | $7,030 | $3,081+128.2% | $4,048+73.7% | $4,139+69.8% |
| Admin fee / account holder | $10,984 | $6,500+69.0% | $8,703+26.2% | $7,234+51.8% |